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MCHB

Mechanics Bancorp

105 hedge funds and large institutions have $234M invested in Mechanics Bancorp in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

41% more capital invested

Capital invested by funds: $166M → $234M (+$67.9M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 102105 (+3)

1.84% more ownership

Funds ownership: 75.42%77.26% (+1.8%)

5% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 37

65% less call options, than puts

Call options by funds: $88K | Put options by funds: $248K

Holders
105
Holders Change
+3
Holders Change %
+2.94%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
10
Increased
35
Reduced
37
Closed
7
Calls
$88K
Puts
$248K
Net Calls
-$160K
Net Calls Change
+$152K
Name Holding Trade Value Shares
Change
Change in
Stake
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$24.6M +$982K +68,855 +5%
BlackRock
2
BlackRock
New York
$21.4M +$710K +49,816 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.7M +$229K +16,090 +2%
MCM
4
Maltese Capital Management
New York
$15.4M -$461K -32,360 -3%
Morgan Stanley
5
Morgan Stanley
New York
$13.8M -$43.3K -3,039 -0.3%
ECA
6
Endeavour Capital Advisors
Connecticut
$11.8M +$590K +41,394 +6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$10.6M +$7.96M +557,977 +494%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$9.67M -$376K -26,392 -4%
Ameriprise
9
Ameriprise
Minnesota
$9.22M +$422K +29,563 +5%
PU
10
Petiole USA
New York
$7.53M
Geode Capital Management
11
Geode Capital Management
Massachusetts
$6.72M +$113K +7,898 +2%
State Street
12
State Street
Massachusetts
$6.65M +$15.4K +1,083 +0.3%
Charles Schwab
13
Charles Schwab
California
$6.5M -$1.8M -126,433 -23%
SCA
14
Stieven Capital Advisors
Missouri
$5.36M +$4.85M +339,969 New
AI
15
Acuitas Investments
Washington
$5.24M
AllianceBernstein
16
AllianceBernstein
Tennessee
$4.8M +$991K +69,520 +30%
CRC
17
Curi RMB Capital
Illinois
$4.73M -$898K -63,000 -17%
MCA
18
Mendon Capital Advisors
Florida
$4.73M -$898K -63,000 -17%
CWM
19
CCG Wealth Management
California
$3.62M -$2.01K -141 -0.1%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$3.02M +$81.6K +5,720 +3%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$2.98M +$693K +48,590 +35%
American Century Companies
22
American Century Companies
Missouri
$2.86M -$543K -38,103 -17%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$2.63M +$2.38M +167,100 New
Northern Trust
24
Northern Trust
Illinois
$2.52M -$8.04K -564 -0.4%
SCP
25
Siena Capital Partners
Illinois
$2.34M

MCHB Hedge Fund Activity: Q3 2024 in Review

105 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Mechanics Bancorp (MCHB) for Q3 2024, worth a combined $234M — up 41% from $166M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MCHB positions and 7 closed out — a net gain of 3 holders — while 35 added to existing stakes and 37 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $7.96M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $2.92M sold.

  • 105 institutional investors held Mechanics Bancorp (MCHB) as of Q3 2024, up from 102 in Q2 2024.
  • Funds reported $234M of Mechanics Bancorp stock for Q3 2024, up 41% quarter-over-quarter.
  • 10 funds opened new Mechanics Bancorp positions in Q3 2024 and 7 closed out, a net change of +3 holders.
  • The largest Mechanics Bancorp buyer in Q3 2024 was Wellington Management Group, an estimated $7.96M added.
  • The largest Mechanics Bancorp seller in Q3 2024 was Fourthstone LLC, an estimated $2.92M sold.

Based on aggregated 13F filings for Q3 2024.